OFC Financial Planning
C icon

OFC Financial Planning’s Citigroup C Stock Holding History

OFC Financial Planning’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.14M Sell
8,782
-360
-4% -$48.5K 0.98% 28
2026
Q2 		$1.28M Buy
9,142
+21
+0.2% +$2.73K 1.14% 25
2026
Q1 		$1.03M Buy
9,121
+489
+6% +$55.7K 1.02% 29
2025
Q4 		$1.01M Buy
8,632
+496
+6% +$51.5K 0.96% 29
2025
Q3 		$826K Hold
8,136
– – 0.82% 32
2025
Q2 		$693K Hold
8,136
– – 0.74% 34
2025
Q1 		$578K Hold
8,136
– – 0.65% 36
2024
Q4 		$573K Buy
+8,136
New +$548K 0.6% 39

Other funds holding C

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

OFC Financial Planning's C Position: Q3 2026 in Review

OFC Financial Planning reduced its Citigroup (C) stake by 3.9% in Q3 2026, selling an estimated $48.5K and leaving 8,782 shares worth $1.14M. The position accounts for 0.98% of the portfolio, ranked #28.

OFC Financial Planning first reported a position in C in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.28M in Q2 2026. 2,277 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • OFC Financial Planning held 8,782 shares of Citigroup worth $1.14M as of Q3 2026.
  • OFC Financial Planning sold 360 Citigroup shares in Q3 2026, an estimated $48.5K.
  • Citigroup made up 0.98% of OFC Financial Planning's portfolio in Q3 2026, its #28 holding.
  • OFC Financial Planning first reported a position in Citigroup in Q4 2024 and has held it in 8 quarters since.
  • OFC Financial Planning's Citigroup position peaked at $1.28M in Q2 2026.
  • 2,277 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on OFC Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.